Box for Financial Services

Modernize workflows, enable regulatory compliance

Driving digital transformation in financial services

You can’t just flip a switch to become a digital business. You need to fundamentally transform the way you work. And so many of the ways businesses need to transform revolve around content, from automating key workflows to boosting customer engagement. That’s where Cloud Content Management comes in. With Box, you get a single place to collaborate, manage and secure all of the content and processes — all while maintaining compliance and adherence to industry standards like FINRA and GDPR. And by integrating seamlessly with the apps you already know and love, Box provides a single, secure content layer to empower the digital workplace.

Connecting every facet of your business

Insurance companies, banks, investment firms and wealth management advisors can work and collaborate in a secure and compliant platform in the cloud. Boost client engagement. Enable mobile employees. Build content submission and approval apps. With Box, get a single platform for your business to work as one.

FinTech Ideas Festival highlights

Enable mobile advisors, agents and claims adjusters

Let field staff work anywhere, anytime and on any device and ensure they have the most-up-to-date information.

Improve internal and external collaboration

Work securely in the cloud with remote colleagues and customers with a robust governance and permissions model and audibility.